account_balance
Investment manager · 13F filer · SEC CIK 2149956
MLG Wealth Management DBA Pine Grove Financial Group
Reported value$1.03Bas of Sep 30, 2026
Positions224 53 new, 21 sold out
Top 10 weight44.8%IVV alone is 8%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
7.9%Added +128%
VOOVanguard Index FDS
7.6%Added +30%
IUSBiShares Tr
6.9%Added +101%
JCPBJ P Morgan Exchange Traded F
5.2%Added +34%
FLCEAdvisors Inner Circle Fd II
3.5%Added +16%
FINTAdvisors Inner Circle Fd II
3.2%Added +26%
IVWiShares Tr
3.0%Added +14%
DYNFBlackRock ETF Trust
2.9%Trimmed −3%
IVEiShares Tr
2.4%−15%
DFACDimensional ETF Trust
2.2%−7%
FGSMAdvisors Inner Circle Fd II
2.0%−33%
FCBDAdvisors Inner Circle Fd II
1.9%
IVViShares Tr
7.9%Added +128%
VOOVanguard Index FDS
7.6%Added +30%
IUSBiShares Tr
6.9%+101%
JCPBJ P Morgan Exchange Traded F
5.2%+34%
FLCEAdvisors Inner Circle Fd II
3.5%
FINTAdvisors Inner Circle Fd II
3.2%
IVWiShares Tr
3.0%
DYNFBlackRock ETF Trust
2.9%
IVE2.4%
DFAC
FGSM
FCBD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 7.9% Added +128%
VOO Vanguard Index FDS 7.6% Added +30%
IUSB iShares Tr 6.9% Added +101%
JCPB J P Morgan Exchange Traded F 5.2% Added +34%
FLCE Advisors Inner Circle Fd II 3.5% Added +16%
FINT Advisors Inner Circle Fd II 3.2% Added +26%
IVW iShares Tr 3.0% Added +14%
DYNF BlackRock ETF Trust 2.9% Trimmed −3%
IVE iShares Tr 2.4% Trimmed −15%
DFAC Dimensional ETF Trust 2.2% Trimmed −7%
FGSM Advisors Inner Circle Fd II 2.0% Trimmed −33%
FCBD Advisors Inner Circle Fd II 1.9% Held
What changed
Biggest moves since Dec 31, 2025
add_circleNew
- CORO $19.2M
- BLCR $15.5M
- ACWX $13M
- GGOV $11.6M
arrow_upwardAdded
- EFG +1200%
- GOVT +996%
- JIRE +870%
- XLC +688%
arrow_downwardTrimmed
- OEF −81%
- BINC −74%
- IEMG −54%
- EFV −50%
remove_circleSold out
- MTUM $10.1M
- IAGG $7.73M
- BKCI $4.39M
- ITA $3.99M
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